See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,162 | $159,901+22.1% | $146,958+32.8% | $145,922+33.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 35.99% | 98.13%-62.1pp | 418.34%-382.3pp | 561.29%-525.3pp |
| Employer contribution / active EE | $1,916 | $5,286-63.7% | $4,933-61.2% | $4,660-58.9% |
| Participant deferral / active EE | $4,870 | $8,428-42.2% | $8,070-39.7% | $6,688-27.2% |
| Admin fee / account holder | $13,545 | $15,044-10.0% | $12,998+4.2% | $13,397+1.1% |